Renewals used to mean a spreadsheet of who's due, a stack of invoices, and someone remembering to chase the ones who hadn't paid. This gives the membership team one view of every renewal and exactly where it's stuck. Behind it, an AI membership agent tracks who's due, drafts the invoices and reminders, chases lapsed members — and flags the ones that need a personal touch.
Renewals lived in a spreadsheet and someone's memory. Every cycle meant working out who was due, raising invoices one by one, and remembering to chase the members who hadn't paid — while the ones who needed a real conversation got the same automated nudge as everyone else. Renewals slipped, and lapsed members quietly drifted away.
One renewals workspace with an AI agent, built on the Microsoft 365 the association already uses. The agent tracks who's up for renewal, drafts the invoices and reminders, and chases the routine ones — while flagging the members who need a personal call for a person to handle. No new database, no manual chase list.
Every renewal tracked in one place, invoices and reminders drafted the moment a member is due, and the routine chasing handled automatically — so the team's time goes to the members who actually need a conversation. Fewer renewals slip through, and a person still handles the personal ones. The data stays in Canada.
"Who's still unpaid this month? And didn't Peter usually renew by now?"
One renewal, tracked end to end, invoiced and chased — with an agent doing the legwork.
Behind the calm list, an AI agent tracks every renewal, drafts the invoices and reminders, and chases the routine ones — so the team isn't living in a spreadsheet. It only stops for a person when a member needs a real conversation.
The agent reads the member's renewal checklist, picks the right recipient, and drafts an Outlook reminder that names exactly what's still outstanding. You confirm before anything goes out — nothing sends on its own.
Sign in with a Microsoft 365 account. Member records live in your existing SharePoint, invoices and reminders go out through Outlook, and roles come from the directory — no parallel system to maintain.